WebMerge Software

WebMerge is a web-based document management system that enables users to merge data from the cloud into custom PowerPoint presentations, Word documents, Excel spreadsheets, or PDFs. The solution can be used by businesses of any size in a wide range of industries, including accounting, education, healthcare, and real estate.

WebMerge offers various features that include applications for contract management, records management, and case management. These features help users to streamline any data-driven process within their business.

WebMerge is built on an open API that allows documents to be generated from any system in the cloud. Companies can also integrate WebMerge with their internal systems, CRMs, and more. WebMerge integrates with many popular cloud-based services like Google Drive or DropBox to deliver documents via e-signature, email, and more. WebMerge offers scalable pricing based on document merges, making it an option for single users as well as enterprise-level organizations.

Saving sEolo Entrepreneurs the World Over

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Great product that takes the tedium and time out of repetitive administrative tasks, making it easy for solo entrepreneurs.

Pros

Once you're setup, repetitive tedium becomes a thing of the past. The input and output methods are literally every system you can imagine.

Cons

Splitting templates into components exponentially increases your merges. So rather than having 11 components to a proposal that you can make into 33 different proposals (which would be 11 x 33 merges) you have to have 33 different customised proposals. Once you understand this it's easy enough to set-up, but still a pain.

Game Changer . . It allowed me to buy speed!

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Pros

I know that it takes me 3 hours to create a complex set of real estate closing doc. After a short learning curve, I now can complete the task in 20 minutes AND without mistakes. It litter allowed me to avoid hiring another person in my office.

Cons

Pros: Functionality. Works great. I am going to recommend this to everyone doing a similar task.
Cons: It did take me longer than I expected to get up and running. This was because I started with a 55 page document with over 100 different fields that comprised 13 different real estate documents. I should have started with just one.

Andrei from YourGlobalEye
Specialty: Other
Number of employees: 2-10 employeesEmployees number: 2-10 employees

May 2017

May 2017

Optimizing proposal presentation to partners

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Pros

Speed in forming proposals to be sent to our clients through system integrated to our website and possibility to track on what information and where it was sent.

Cons

Integration with Calculated Field forms when making dropdown list for selecting some of the aspects of proposal

Excellent product, just works.

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My needs were pretty concise. I needed WedMerge to produce final contracts where the data was being merged from different sources. From the time I setup the product, I've never had to go back and re-visit the setup. It just works 365/24/7. That's what good software does.

Pros

I was able to do the product integration for merging my data fast with little need for support. The final PDF was high-quality output.

Cons

Third party integrations always add to the cost, can really use another pricing tier to make the overall cost lower.

Brilliant Software

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Thanks to the customer rep for the quick responsive emails with help and advice.

Pros

Very easy to use with lots of functions and extremely customizable to suit our needs. We use webmerge on a daily basis to send quotations and invoices to our clients though an external app when we are on the go. Unlike using an all in one invoicing software the benefits of using webmerge is that everything is completely bespoke and can link to other external apps.

Cons

None! I like webmerge as it is at the moment but future development of a mobile application would be good!

Saves me a lot of time and enables me to mass customise brochures and leaflets ... a marketer's dream tool!

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Web Merge is a key tool to running my business and in achieving what we were drilled to do at University (marketing degree) which is mass customization. Awesome!!

Pros

The customer support is some of the best support I've experienced amongst the online services and applications I use to run my business. The dashboard is very easy to manage and know what is going on. For the bits that are a bit too technical customer support has really helped me out. With a combination of an online database, I am using Web Merge to personalise customer documentation and marketing collateral.

Cons

I am a business of 1 person so am on the lowest level. The cost of more credits is moving into middle sized business but I'm just about ok on the lowest level. Only run out of credits a couple of times.

David from Progress LLP
Specialty: Professional Services
Number of employees: 2-10 employeesEmployees number: 2-10 employees

April 2017

April 2017

Outstanding

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Once I got through the learning curve, I automated generation of our law firm engagement letters. It turns a painful hunt and copy paste job into a quick web form and a smile when a perfect, ready-to-go letter arrives in my email.

Pros

By itself, it's very powerful, and it integrates with tons of useful services to extend capabilities even more.

Email-based customer support is outstanding.

Cons

I have a technical background and it took me a little while to figure things out through trial and error.

It would help if they packaged things up into a comprehensive user guide with video tutorials.

Important Part of Our Everyday Business

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We use Webmerge daily creating anywhere from 100-400 pdf documents each day. Webmerge has proven to be a necessary and reliable part of our daily business requirements to meet customer needs.

Pros

Not difficult to configure
Reliable
Tech support is top notch

Cons

None

Chris from Coast To Coast Title Services
Specialty: Professional Services
Number of employees: 51-200 employeesEmployees number: 51-200 employees

March 2017

March 2017

I simply cannot overstate how much WebMerge has helped change our business!

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When I first found WebMerge, I had an idea for something we were trying to accomplish, but I wasn't sure exactly how to get it done. With so many integrations out there and so many ways to get it done, I was struggling deciding which route would be the best for our business. Which options would be the fastest, the most affordable, and the most reliable. I signed up for the free WebMerge (like I did with about 15 other services that claimed to offer seamless and effortless merging solutions) and ran a few tests. It wasn't until I received an email from their tech support the next day asking if they could help....turns out it was the CEO who was asking.

So I decided to put my troubles into his hands and said, "Sure thing buddy, you want to know how you can help? Solve this for me!" And to my surprise, he did. He didn't just point me to a help page. He took the time to understand EXACTLY what we were trying to accomplish and walked us through a few setups. After getting into the admin area and seeing what they offer firsthand, my solution appeared...it just clicked!

The numbers for us are real! We now have a seamless template integration solution that has allowed us to reduce costs, increase our margins by 28%, and reduce delivery times to clients by 75%. We spend 3 less hours per day moving, converting, and sending files. That's an annual savings of $15,000 so yeah, we are seeing a great return with WebMerge!

Cons

WebMerge is an excellent upgrade over its competition

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We were customers of Drawloop since we are also users of Salesforce.com. In our quest to find a more efficient tool to generate and dynamically fill documents we came across WebMerge, and we are very grateful. The ease of use and the API are excellent; but more importantly the service we receive from the WebMerge team is top notch. They are responsive, helpful, and quick to help with anything we have suggested. Several features we needed for integrations with other third party systems were added within 24-48 hours. Its really impressive, and has made a huge difference for my teams productivity in this portion of our applications.

Pros

* Great Support
* Great API
* Great user interface and experience - easy to use.

Cons

Not really any cons, per se, but the company still feels young, and in some cases that means there might not be as much staying power as the more established players in this space. I hope thats not the case, as we love this product.

Great Product

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We have Webmerge running in concert with Formstack for a client with an elaborate online webform for its customers. The Formstack webform collects the information from the customer, and then it communicates through API's with Webmerge to produce a beautiful, branded password protected PDF.

This process would normally have consumed a lot of time in administrative work for the client. When a cost benefit analysis is performed, Webmerge is certainly providing tremendous value to the client and improving the customer experience overall at the same time.

Pros

Branded output of data submitted

Cons

Price plans make it difficult when volume fluctuates. Recommendation to Webmerge would be to offer additional price plans, or incremental costs in the event that some months additional "merges" are required.

Ease of Integration with Form Stack

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A few months ago the company that I work for decided that we would want to receive our quote submissions received from Form Stack to come through as PDF instead of Plain text. During the research to find an applicable software I came across Webmerge. Upon using the demo for a few days I noticed that this was what we were looking for. It was pretty easy to integrate the Form Stack forms to PDF versions and now this has been set up for around 6 different quote forms hence each time a quote submission is received where the client used one of the 6 different quote forms, we would receive in PDF.

Strong Points of this software are:

1. Easy integration with Form Stack and others.
2. This software is very easy to learn
3. No programming knowledge required.
4. The integration process can be as quick as 10 minutes.
5. Great Value for money

Great product, easy to use

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N/A

Webmerge makes it easy for me to generate quotes for my customers. It works well and does what it is supposed to. It allows me the flexibility to post information into a template using an API and have the system generate a PDF. Webmerge makes it easy to work with and Excel and Word documents.

Love Webmerge, but need better training.

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I really like the ease of Webmerge. It was easy to create and use templates that existed for the company. I would like to see more of the features that I do not even know exist on WM. I know WM can do more than I am using it for, but I do not know where to look for more features.

Pros

Easy to do the basic templates without training.
Anyone can create documents, not limited by licences.

Cons

The help and training on the website are not very useful for the layman. I am not a computer coder and the training is much more technical than my level of expertise.

Tremendous help to our biz

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Creates great efficiency for our sales and operational team. We are able to process large quantities of files more quickly so that we can now scale up our marketing.

Cons

There is nothing that we don't like about the software it runs itself and smoothly so doing its intended job.

Source: Capterra

August 2017

August 2017

Amazing tool, great customer service.

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I use WebMerge as part of an automated workflow with Airtable, Dropbox, and Zapier to create print-friendly Word .docs and PDFs. Once the merge template has been configured correctly, I create some of our most important documents (ones which took hours of staff time before): detailed travel manifests for presenters at our literary conference, including flight itineraries, hotel reservations, and assignments; personalized donor solicitation requests; and donor contribution receipts -- all at the "push of a button" or even without pushing a button (some documents are configured to generate automatically on a certain date).

Cons

Configuring the merges for the first time was tricky and I felt the support documentation could be more detailed and descriptive. That said, the customer support was always quick to answer questions and provide solutions.

Source: GetApp

Trent from Fears Nachawati Law Firm

July 2017

July 2017

WebMerge makes it easy and really helps us increase efficiency.

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It saves us time having to manually fill out information, increases efficiency, fairly smooth and simple process.

Cons

I don't dislike anything about this software. I chose it because it is easy to use by anyone and haven't had any complaints yet.

Webmerge has solved quickly our need to customize documents

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Ease of use and flexibility are the top areas. The time to achieve first results is really really very short. It's really good quality- you can trust the results.

Cons

Probably what we like the least about this product is the cost. In our experience, price should go up on a more smooth way.

Source: Capterra

Hassan

July 2017

July 2017

Great Solution, Awesome Service

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Pros

We were seeking a solution to produce forms via surveys and this program did just that. Not only we found the perfect solution for the service we provide on our end, Jeremy provided us a custom package that satisfied our needs and so as customers we don't overpay.
Props to the team for their dedication and producing such a fascinating product.

Cons

The solution is great by itself; however, some more tutorials would help for those who are not as familiar with the entire system.
Also, an ability to customize the form page within the system itself would be a great addition.

Source: GetApp

Stefan from VERTIKOM GmbH

July 2017

July 2017

A little bit complicated to create documents with salesforce

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Easy change of document layouts and integration to other tools, especially salesforce and the divergence of documents to create

Cons

Process efficiency for standard processes. For users it does need too many steps to create and wait for the created documents

Source: Capterra

Frank Johan from EnklereStart.no AS

June 2017

June 2017

WebMerge helps us generate documents based on advanced workflows

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You can do almost anything. Support is great and we've never met a challenge that can't be solved. Absolutely love WebMerge!

Cons

UX could be improved. Also there's alot of hidden features and some "bugs" with no logic reason why it appears. Lucky support always got your back.

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Pros

The number of outputs available is valuable (Doc, PPT, PDF) along with the third-party integrations.

Cons

Document builder could have better interface and experience. A drag and drop builder similar to web builders, newsletter software, etc. would be beneficial. As of now, I use WebMerge for a client and am the only one who knows how to use it as there is nobody else in the company who can code.

We use this software as an extension to Pipedrive to quickly generate documents.

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Fast and systematic document generation, high versatility along with very nice integration with other software or web services.

Pros

We like the strong versatility of this software thanks to its ability to fully read the data provided by the API of the software it integrates with. The conditional formatting of the documents is really thorough, allowing us to make elaborate documents for which the information is adapted to the user.

It requires very low maintenance once your setup is done. Delivery options are vast and very well made: for instance, you can deliver your documents to Dropbox, which is neat.

The data routing feature is also amazing to quickly discernate which document template should be used based on a set of predefined conditions.

Cons

The triggering and delivery behavior can sometimes be erratic depending on how quick the user does the trigger event for document generation. However, this is minor and the problem rarely manifests itself.

Otherwise, I did not find anything impacting my workflow negatively with this web service.

Source: Capterra

May 2017

May 2017

Very Nice System that just Works

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We've been using Webmerge for about 2 years. We love the system and what it has done for our team.

Webmerge works with a ton of different programs and it's fairly easy to setup the integration. If for some reason you get stuck, the support experience is about the best you will ever find from any company, let alone a Software as a Service provider.

Once you have set things up, the system just works. I don't think I have ever had a problem with the system not working the way it was designed to.

Cons

It would be nice to have a greater selection of plans, once you have been a client for a certain length of time.

Webmerge is a solution to a lot of administration issues for non-profits like ourselves.

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Savings in time, administration resources and the ability to merge Webmerge with Zapier to handle a lot of our donation receipts, subscriptions and invoicing easily and quickly.

Pros

Creating a word document and then using zapier and webmerge has saved us time and money. And saving money is vital for non-profits!!

Cons

Really don't have any cons apart from maybe the new pricing structure. A tier for smaller users would encourage more companies to try webmerge.

Source: Capterra

Pascal from NSI Solution inc.

April 2017

April 2017

Help us to grow our business

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It optimize our business processes and reduce lead time. I recommend webmerge to all who wants to be more efficient with paperwork.

Source: Capterra

April 2017

April 2017

Great application and customer service and support is excellent.

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Webmerge is a great way to take data and make it appear on your word documents. we use it to complete employment application via integrations with Zapier and Jotform. It is very nice to use documents you already have!

Cons

Expensive for usage. We fill we would be more eager to use it is the price point were a bit cheaper.

Lowering human error

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With Webmerge we have lowered the human errors in making document packages. Manually combining document sets and trying to make sure everyone in your team uses the right format for documents is a thing of the past! No more inconsistencies or funny looking documents! Yay!

Pros

It's easy to use and there are so many possibilities!

Advice to Others

It would be great that if you run a report on the report page that it would also show the number of test merges per document per folder. That way you know how many tests you've done and have a more realistic picture of the merges for that document and folder.

Also it would be great if when you add a new document it would default to test mode. Forgetting to turn it on manually just costs valuable merges, and saves a click!

Webmerge is a gem

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Our company has been using webmerge for a few years now. We use it for all of our reporting. The implementation for automated text assembly is extremely easy to use. We also use it to generate tables in documents and insert figures. All of these features are seamless with our Podio project management system now. Nothing but excellent things to say about Webmerge!

Pros

Easy of use with Microsoft Office documents (Word, Excel, Powerpoint). Seamless integration with Podio and Zapier.

Cons

Complex table generation is somewhat cumbersome, but honestly haven't found a better cloud solution unless you're willing to set up a server and apply custom code.

Source: Capterra

John from Gradcore

March 2017

March 2017

Great tool

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Webmerge helps us quickly assimulate documents and present back to clients more efficiently. A very useful tool.

Source: Capterra

David from Private limited

March 2017

March 2017

great and affordable!

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it's a great way to automate all our documents. Very easy to setup for everyone! I would recommend it!
The only limitation I see is their pricing: the gap is huge when you go over 100 documents a month, probably something to review here

Source: Capterra

J from StreetTeam

March 2017

March 2017

Really versatile with a bit of investment

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Took a while to get the hang of the document format but we seem to be publishing loads of contracts regularly through a simple online form now.